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Mueller Water Products, Inc.(MWA)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
Mueller Water Products, Inc.的季度营收约是LiveRamp Holdings, Inc.的1.5倍($318.2M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 13.6%,领先5.2%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs 4.6%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -5.1%)
穆勒水业(Mueller Water Products, Inc.)是总部位于美国佐治亚州亚特兰大的上市企业,为北美规模顶尖的消防栓、闸阀及其他水务基础设施产品生产商与分销商之一,旗下设有Mueller Co.和Mueller Technologies两大业务单元,运营包括Echologics、Mueller Systems在内的十余个品牌及关联主体。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
MWA vs RAMP — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $318.2M | $212.2M |
| 净利润 | $43.2M | $39.9M |
| 毛利率 | 37.6% | 71.9% |
| 营业利润率 | 17.8% | 18.6% |
| 净利率 | 13.6% | 18.8% |
| 营收同比 | 4.6% | 8.6% |
| 净利润同比 | 22.4% | 255.7% |
| 每股收益(稀释后) | $0.27 | $0.62 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
| Q4 25 | $318.2M | $212.2M | ||
| Q3 25 | $380.8M | $199.8M | ||
| Q2 25 | $380.3M | $194.8M | ||
| Q1 25 | $364.3M | $188.7M | ||
| Q4 24 | $304.3M | $195.4M | ||
| Q3 24 | $348.2M | $185.5M | ||
| Q2 24 | $356.7M | $176.0M | ||
| Q1 24 | $353.4M | $171.9M |
| Q4 25 | $43.2M | $39.9M | ||
| Q3 25 | $52.6M | $27.4M | ||
| Q2 25 | $52.5M | $7.7M | ||
| Q1 25 | $51.3M | $-6.3M | ||
| Q4 24 | $35.3M | $11.2M | ||
| Q3 24 | $10.0M | $1.7M | ||
| Q2 24 | $47.3M | $-7.5M | ||
| Q1 24 | $44.3M | $-5.4M |
| Q4 25 | 37.6% | 71.9% | ||
| Q3 25 | 36.8% | 70.2% | ||
| Q2 25 | 38.3% | 70.1% | ||
| Q1 25 | 35.1% | 69.3% | ||
| Q4 24 | 33.8% | 71.9% | ||
| Q3 24 | 31.8% | 72.4% | ||
| Q2 24 | 36.8% | 70.6% | ||
| Q1 24 | 36.9% | 72.2% |
| Q4 25 | 17.8% | 18.6% | ||
| Q3 25 | 18.3% | 10.7% | ||
| Q2 25 | 19.4% | 3.7% | ||
| Q1 25 | 19.2% | -6.1% | ||
| Q4 24 | 15.6% | 7.5% | ||
| Q3 24 | 8.2% | 4.0% | ||
| Q2 24 | 18.8% | -3.0% | ||
| Q1 24 | 18.0% | -8.3% |
| Q4 25 | 13.6% | 18.8% | ||
| Q3 25 | 13.8% | 13.7% | ||
| Q2 25 | 13.8% | 4.0% | ||
| Q1 25 | 14.1% | -3.3% | ||
| Q4 24 | 11.6% | 5.7% | ||
| Q3 24 | 2.9% | 0.9% | ||
| Q2 24 | 13.3% | -4.3% | ||
| Q1 24 | 12.5% | -3.1% |
| Q4 25 | $0.27 | $0.62 | ||
| Q3 25 | $0.34 | $0.42 | ||
| Q2 25 | $0.33 | $0.12 | ||
| Q1 25 | $0.33 | $-0.10 | ||
| Q4 24 | $0.22 | $0.17 | ||
| Q3 24 | $0.07 | $0.03 | ||
| Q2 24 | $0.30 | $-0.11 | ||
| Q1 24 | $0.28 | $-0.09 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | — | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $962.3M |
| 总资产 | $1.8B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $342.7M | ||
| Q1 24 | — | $368.9M |
| Q4 25 | $1.0B | $962.3M | ||
| Q3 25 | $981.7M | $943.8M | ||
| Q2 25 | $929.0M | $947.8M | ||
| Q1 25 | $873.6M | $948.9M | ||
| Q4 24 | $834.1M | $957.7M | ||
| Q3 24 | $810.1M | $932.1M | ||
| Q2 24 | $791.6M | $951.9M | ||
| Q1 24 | $754.5M | $949.1M |
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.6B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $61.2M | — |
| 自由现金流经营现金流 - 资本支出 | $44.0M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 5.4% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.42× | — |
| 过去12个月自由现金流最近4个季度 | $173.8M | — |
8季度趋势,按日历期对齐
| Q4 25 | $61.2M | — | ||
| Q3 25 | $83.5M | $57.4M | ||
| Q2 25 | $67.4M | $-15.8M | ||
| Q1 25 | $14.3M | — | ||
| Q4 24 | $54.1M | $45.1M | ||
| Q3 24 | $89.3M | $55.6M | ||
| Q2 24 | $87.3M | $-9.3M | ||
| Q1 24 | $-5.7M | — |
| Q4 25 | $44.0M | — | ||
| Q3 25 | $69.0M | $56.8M | ||
| Q2 25 | $55.7M | $-16.2M | ||
| Q1 25 | $5.1M | — | ||
| Q4 24 | $42.2M | $44.8M | ||
| Q3 24 | $69.9M | $55.4M | ||
| Q2 24 | $75.1M | $-9.6M | ||
| Q1 24 | $-15.8M | — |
| Q4 25 | 13.8% | — | ||
| Q3 25 | 18.1% | 28.4% | ||
| Q2 25 | 14.6% | -8.3% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 13.9% | 22.9% | ||
| Q3 24 | 20.1% | 29.8% | ||
| Q2 24 | 21.1% | -5.4% | ||
| Q1 24 | -4.5% | — |
| Q4 25 | 5.4% | 0.1% | ||
| Q3 25 | 3.8% | 0.3% | ||
| Q2 25 | 3.1% | 0.2% | ||
| Q1 25 | 2.5% | 0.2% | ||
| Q4 24 | 3.9% | 0.1% | ||
| Q3 24 | 5.6% | 0.1% | ||
| Q2 24 | 3.4% | 0.1% | ||
| Q1 24 | 2.9% | 1.0% |
| Q4 25 | 1.42× | — | ||
| Q3 25 | 1.59× | 2.09× | ||
| Q2 25 | 1.28× | -2.04× | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | 1.53× | 4.02× | ||
| Q3 24 | 8.93× | 32.10× | ||
| Q2 24 | 1.85× | — | ||
| Q1 24 | -0.13× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
MWA
| Water Flow Solutions | $173.0M | 54% |
| Water Management Solutions | $145.2M | 46% |
RAMP
暂无分部数据